Very constructive, transaction-oriented and good pedagogy to assist clients with decision making’ Romain de Ménonville’s team is used to working with banks and is now well known and recognised even at local bank level (which makes it easier to choose a consultant when there are multiple banks). ‘Ability to mobilise quickly to bid on a file. Provider of solutions and different scenarios. Great ability to understand the context and the challenges for the company excellent ability to take the bird’s eye view and to step aside always at the right time. ‘Great ability to listen and to make accessible and intelligible elements that are not accessible to business leaders.
Nicolas Morelli is a very great lawyer, who demonstrates accuracy and finesse in his legal analysis as well as good balance in negotiations.’ In recent years, Raymond James has been expanding its presence in the US offshore wealth management market, having recruited a slew of advisors from Wells Fargo’s shuttered international unit and, more recently, making hires from UBS, Goldman Sachs and Citigroup.Īs such, the group has looked for methods of cutting down on the risk of doing business across multiple international jurisdictions, including Latin America and the Caribbean.‘The team of partners shows great availability, intellectual agility, great pedagogy and great courtesy. ‘Developing this is really part of our overall strategy for the international business to also manage risk… We’re looking to grow but be mindful of responsible growth,’ she added. It will be fully rolled out to the group’s advisors in the fourth quarter, Tarasen said, who added that some were already being interviewed for spots in the program. Brown – can take part in the accreditation process, but only ones with a certain percentage of international business in their client books can use the official ‘international wealth advisor’ title. Tarasen has been instrumental in developing the program which is being rolled out through Raymond James’s Private Client Group.Īdvisors working across the firm’s independent and employee channels – including its subsidiary wealth manager Alex. Speaking to Citywire, Raymond James’s head of cross-border strategy and oversight Danielle Tarasen said: ‘We really want to look at the program as a dual purpose certification to manage risk and provide good tools for advisors to give the best service to their clients.’ The program, which is in its initial stages, will allow advisors with international business to access training covering rules and regulations for countries in which their clients reside, the specific products and services the firm markets to them and other tools to build their knowledge of jurisdictional compliance issues.Īfter completing the program, advisors will earn an ‘international wealth advisor’ accreditation title.
Raymond James is scaling out an accreditation program for its cadre of international advisors designed to provide them training specific to their coverage of offshore wealth markets and manage risk across the group, Citywire has learned.
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